Elmwood Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
2,607
-25
| -0.9% | -$1.98K | 0.08% | 125 |
|
|
2025
Q1 | $236K | Sell |
2,632
-24
| -0.9% | -$2.16K | 0.1% | 123 |
|
|
2024
Q4 | $264K | Buy |
2,656
+9
| +0.3% | +$895 | 0.11% | 119 |
|
|
2024
Q3 | $301K | Hold |
2,647
| – | – | 0.12% | 115 |
|
|
2024
Q2 | $328K | Sell |
2,647
-32
| -1% | -$3.96K | 0.15% | 101 |
|
|
2024
Q1 | $353K | Buy |
2,679
+469
| +21% | +$61.9K | 0.15% | 102 |
|
|
2023
Q4 | $241K | Sell |
2,210
-504
| -19% | -$55K | 0.17% | 100 |
|
|
2023
Q3 | $279K | Buy |
2,714
+5
| +0.2% | +$515 | 0.13% | 108 |
|
|
2023
Q2 | $313K | Hold |
2,709
| – | – | 0.15% | 102 |
|
|
2023
Q1 | $288K | Buy |
2,709
+30
| +1% | +$3.19K | 0.14% | 106 |
|
|
2022
Q4 | $297K | Hold |
2,679
| – | – | 0.15% | 105 |
|
|
2022
Q3 | $231K | Hold |
2,679
| – | – | 0.12% | 109 |
|
|
2022
Q2 | $244K | Hold |
2,679
| – | – | 0.14% | 104 |
|
|
2022
Q1 | $220K | Hold |
2,679
| – | – | 0.11% | 108 |
|
|
2021
Q4 | $205K | Buy |
+2,679
| New | +$205K | 0.1% | 111 |
|
|
2021
Q2 | $170K | Sell |
2,191
-105
| -5% | -$8.15K | 0.09% | 115 |
|
|
2021
Q1 | $169K | Buy |
+2,296
| New | +$169K | 0.1% | 112 |
|
|
2020
Q3 | $169K | Hold |
2,295
| – | – | 0.14% | 90 |
|
|
2020
Q2 | $169K | Sell |
2,295
-170
| -7% | -$12.5K | 0.14% | 90 |
|
|
2020
Q1 | $128K | Buy |
+2,465
| New | +$128K | 0.12% | 98 |
|
|
2019
Q4 | – | Sell |
-2,236
| Closed | -$180K | – | 188 |
|
|
2019
Q3 | $180K | Hold |
2,236
| – | – | 0.18% | 78 |
|
|
2019
Q2 | $179K | Hold |
2,236
| – | – | 0.16% | 87 |
|
|
2019
Q1 | $177K | Sell |
2,236
-53
| -2% | -$4.2K | 0.16% | 88 |
|
|
2018
Q4 | $167K | Sell |
2,289
-176
| -7% | -$12.8K | 0.16% | 91 |
|
|
2018
Q3 | $167K | Hold |
2,465
| – | – | 0.14% | 97 |
|
|
2018
Q2 | $143K | Hold |
2,465
| – | – | 0.13% | 103 |
|
|
2018
Q1 | $128K | Buy |
+2,465
| New | +$128K | 0.12% | 98 |
|